Director, High Net Worth Client Professional Support
Core
Lead High-Net-Worth (HNW) specialist providing expert advisory support on complex wealth planning and insurance solutions for HNW clients.
Role type
Senior IC wealth planning and insurance specialist (HNW)
Builds
Sophisticated client solutions involving wealth preservation, succession planning, trust structures, and cross-border planning
Domain
Insurance and Wealth Management
Deliverable
client delivery
Required skills
wealth structuring, legacy planning, trust structures, taxation, cross-border planning, stakeholder engagement, market trend analysis, business growth strategy
Preferred skills
coaching, training, knowledge-sharing, strategic partnership development
Technologies
N/A
Responsibilities
Lead design and execution of complex HNW client solutions; Act as subject matter expert for HNW advisory; Support and develop HNW capabilities through coaching and training; Collaborate with stakeholders to develop differentiated HNW propositions; Monitor market trends and regulatory developments; Partner with distribution leaders to support client acquisition and business growth
Seniority
Senior, hands-on IC